ACM

Azimuth Capital Management Portfolio holdings

AUM $2.34B
1-Year Est. Return 16.67%
This Quarter Est. Return
1 Year Est. Return
+16.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$567M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$14.3M
3
+$13.6M
4
WMT icon
Walmart
WMT
+$13.2M
5
VZ icon
Verizon
VZ
+$10.6M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 19.42%
2 Consumer Staples 12.96%
3 Technology 12.28%
4 Industrials 11.54%
5 Financials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$937K 0.17%
+15,491
152
$936K 0.16%
+9,845
153
$933K 0.16%
+12,744
154
$910K 0.16%
+18,310
155
$908K 0.16%
+38,427
156
$825K 0.15%
+28,382
157
$807K 0.14%
+47,160
158
$776K 0.14%
+8,975
159
$775K 0.14%
+24,550
160
$748K 0.13%
+10,813
161
$732K 0.13%
+7,090
162
$722K 0.13%
+9,915
163
$708K 0.12%
+6,324
164
$681K 0.12%
+59,100
165
$678K 0.12%
+8,650
166
$663K 0.12%
+20,380
167
$662K 0.12%
+40,000
168
$660K 0.12%
+15,823
169
$651K 0.11%
+11,456
170
$646K 0.11%
+11,075
171
$638K 0.11%
+15,980
172
$624K 0.11%
+13,944
173
$602K 0.11%
+8,397
174
$538K 0.09%
+11,700
175
$534K 0.09%
+11,090
5 6
7
8 9